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Fidelity Dividend ETF for Rising Rates
FDRR

Overview Fund Activity

91 hedge funds and large institutions have $142M invested in Fidelity Dividend ETF for Rising Rates in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 6 closing their positions.

Holders
91
Holders Change
-3
Holders Change %
-3.19%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
31
Reduced
32
Closed
6
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$4K

Top Buyers

1
AAS
1
Ameritas Advisory Services
Nebraska
$23M
2
Jane Street
2
Jane Street
New York
$14.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.32M
4
SXL
4
Summit X LLC
Missouri
$780K
5
NA
5
NewEdge Advisors
Louisiana
$1.43M

Top Sellers

1
MWM
1
Mascoma Wealth Management
New Hampshire
$4.55M
2
Citadel Advisors
2
Citadel Advisors
Florida
$426K
3
LPL Financial
3
LPL Financial
California
$5.36M
4
PAG
4
Private Advisor Group
New Jersey
$7.07M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.36M
Name Market Value Shares Shares
Change 		Shares
Change %
HI
76
Harbour Investments
Wisconsin
$23.1K 568 – –
Wells Fargo
77
Wells Fargo
California
$20.3K 500 – –
AAG
78
Armstrong Advisory Group
Massachusetts
$20K 493 – –
WP
79
WealthPLAN Partners
Nebraska
$19.2K 473 +473 New
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$18.9K 466,052 -282,179 -38%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$17K 410 +410 New
CIA
82
Cape Investment Advisory
Georgia
$15.4K 379 +379 New
WIM
83
Westside Investment Management
California
$10.2K 250 – –
HCM
84
Hollencrest Capital Management
California
$8.17K 201 – –
DWA
85
Delos Wealth Advisors
Texas
$8.13K 200 – –
MIFH
86
Migdal Insurance & Financial Holdings
Israel
$7K 180 – –
FDCDDQ
87
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.1K 150 – –
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
$6K 150 -50 -25%
GEA
89
Glen Eagle Advisors
New Jersey
$3.25K 80 – –
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$3.05K 75 – –
HWM
91
HighMark Wealth Management
Minnesota
$1.05K 26 – –
CA
92
Cetera Advisors
Colorado
– – -5,075 Closed
MCC
93
Money Concepts Capital
Florida
– – -4,072 Closed
HNWAG
94
High Net Worth Advisory Group
Florida
– – -1,414 Closed
PFA
95
Pathway Financial Advisers
Indiana
– – -247 Closed
AWM
96
Accurate Wealth Management
Florida
– – -75 Closed
SPIA
97
Steward Partners Investment Advisory
New York
– – -35 Closed
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